Urban Financial Advisory Corp
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 282,871
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 57 | 282,871 | 13F-HR | Urban Financial Advisory Corp |
| Q4 2025 | 2/4/2026 | 54 | 254,671 | 13F-HR | Urban Financial Advisory Corp |
| Q3 2025 | 11/21/2025 | 52 | 214,678 | 13F-HR | Urban Financial Advisory Corp |
| Q2 2025 | 8/15/2025 | 48 | 198,961 | 13F-HR | Urban Financial Advisory Corp |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.953 K | 0.7% | 0 | 168.5 K | -168.5 K |
| ETFs | 280.9 K | 99.3% | 196.7 K | 0 | 196.7 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
282,871
Holdings
57
QoQ value change ($000)
28,200
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.